DYNAMICS CRM 2013 MOBILE APPLICATIONS Nikita Polyakov Nikita
DYNAMICS CRM 2013 MOBILE APPLICATIONS Nikita Polyakov | Nikita. Polyakov@Tribridge. com | @Nikita. P | Nikita. P. com
WHOIS - NIKITA POLYAKOV Mobility Architect Dynamics CRM Practice at Tribridge My Past Fully Custom Web Portals using Dynamics CRM SDK for 3 Years Windows Phone MVP 6 Award Years ASP. NET Programmer [almost 10 years] Programmer [~15 years]
SURVEY Dynamics CRM 2013 Windows 8 Touch screen Windows 8 Tablets Phones
AGENDA WHY WHAT WHO WHERE DEMOs HOW
AGENDA - WHY BYOD Discovery of the Dynamics CRM App in various App Stores Watch-out! Had client submit support tickets and discovered they did not configure Mobile for CRM, it was simply enabled OOB on a 2013 installation! Data Entry on the Go – take where a laptop can’t go Native Experience when going mobile Phone Tablet Ease of Access and Quick Data Entry Start Discovering and Learning about being Mobile
AGENDA - WHAT Dynamics CRM 2013 Mobile Clients - Tablets (MOCA) Windows 8, i. Pad Phone Clients Windows Phone, i. Phone Mobile Web Any Modern* Mobile Browser Spring 2013 Update [based on info from Convergence 2014] Android Windows 8. 1 [Not Windows 8. 1 Update 2 for Keyboard + Mice]
YOUR MOBILE OPTIONS TODAY Managed Partner Solutions Custom Applications
PHONE APP VS WEB Mobile Web on the Phone – Mobile Express No Social Very Limited UI and UX Required Sing on – fumbling to get the shortcut, time outs Dynamics CRM Apps for Phones Social Integration Offline only of read-data Ex: No choice to pre-load, Accounts or Product Catalog for Offline Simple Security Stays Logged In (24 hours timeout) No Forced Remove Until App Connects to the Internet No MDM – Just an App from a Store User Role defined Access Mobile Entities Phone vs Tablet separate toggles
TABLET APP VS WEB Mobile Tablet Browser Support Full screen – App-like Experience on many modern tablet browsers Full UI – but not all of it is “fat finger friendly” Required Sing on – fumbling to get the shortcut, time outs Dynamics CRM Apps Offline only of read-data Ex: No choice to pre-load, Accounts or Product Catalog for Offline Simple Security Stays Logged In (24 hours timeout) No Forced Remove Until App Connects to the Internet No MDM – Just an App from a Store User Role defined Access Mobile Entities Phone vs Tablet separate toggles
PARTNER SOLUTIONS - OTHER OPTIONS ISV (CWR/Resco/etc) Not Free Rich Options for Customization Security & Control Varies – some offer MDM – Mobile Device Management features Custom Native Mobile Programmed for you custom experience Full control of deployment – private apps and no marketplace requirements Public vs Private apps – Customer Apps and Employee Apps
AGENDA - WHO Role Based Sales first Service second Extended Experiences Full Support for Custom Entities and Forms Design Your Own
TABLET APP SUPPORTED ENTITIES
AGENDA - WHERE CRM Online CRM On-premise / Private Cloud IFD only (Same as Mobile Web)
AGENDA DEMO time!
TABLET APP FORM REFLOW
OFFLINE MODE
TIPS & TRICKS Pinning Tiles Most Used Records on the go! Visual Chart Drill Down on Data Changing Views Adding Records Side-by-side Experiences on Windows Rename the “Sales Dashboard ” to “Tablet Dashboard” and hide it
PHONE CLIENT – WINDOWS PHONE 8 Screenshots!
IDEAS Tablet Audience vs Phone Audience Kiosk Mode / Unattended Mode Do you need disconnected?
LEARN MORE Convergence 2014 Videos: Microsoft Dynamics CRM 2013: Mobility options Microsoft Dynamics CRM: Building and customizing mobile applications CRMUG Mobile SIG Join! Ask! Grow! Recorded Video: CRMUG SIG: Mobile CRM - Using the Mobile Application in CRM 2013: Functional Use Series (April 2014)
Nikita Polyakov @nikitap | Nikita. P. com | npolyakov@msn. com Try all the Mobile Options with CRM 2013 Online with FREE Trial: http: //www. microsoft. com/en-us/dynamics/crm-free-trial-overview. aspx
WINDOWS STORE
FIRST LOAD
APP – CRM SERVER URL
APP - LOGIN
USER ROLE IN CRM TO ACCESS TABLET APP
APP – LOADING CONFIG
APP – LOADING CONFIG – RE-DOWNLOAD
APP – HOME DASHBOARD
WEB – HOME DASHBOARD
APP - NAVIGATION
WEB - NAV
WEB – NAV – SUB ITEMS
WEB – NAV
APP – CONTACT LIST
WEB – CONTACT LIST
WEB – MRU – MOST RECENTLY USED
APP – SIDE RECORD SLIDER
APP – CONTACT SCREEN SCROLL SIDE
WEB – FORM – RELATED ENTITIES
WEB – ASSOCIATED LIST
APP SEARCH
APP SEARCH - RESULTS
APP – CONTACT FORM
WEB – CONTACT FORM
WEB – “RIBBON” ICON BAR
APP – APP BAR
APP – APP BAR
WEB – SCREEN SIZE REFLOW TABS
APP – REFLOW TABS AND SECTIONS
APP – UPDATING NEW CONFIGURATIONS
Nikita Polyakov. com @nikitap | Nikita. P. com | npolyakov@msn. com Try all the Mobile Options with CRM 2013 Online with FREE Trial: http: //www. microsoft. com/en-us/dynamics/crm-free-trial-overview. aspx
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